YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.58M
3
+$2.48M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$2.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$2.17M

Top Sells

1
+$2M
2
+$1.15M
3
+$1.14M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$1.07M
5
BABA icon
Alibaba
BABA
+$559K

Sector Composition

1 Technology 16.1%
2 Healthcare 14.21%
3 Financials 11.47%
4 Consumer Discretionary 10.07%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$250K 0.02%
1,318
-3
252
$248K 0.02%
1,201
-44
253
$247K 0.02%
+4,018
254
$247K 0.02%
2,180
+80
255
$247K 0.02%
917
256
$246K 0.02%
1,624
+24
257
$244K 0.02%
+1,831
258
$243K 0.02%
5,144
259
$242K 0.02%
2,918
+204
260
$239K 0.02%
+570
261
$234K 0.02%
+897
262
$233K 0.02%
+4,194
263
$229K 0.02%
+876
264
$228K 0.02%
+5,210
265
$228K 0.02%
+1,900
266
$222K 0.02%
2,680
267
$220K 0.02%
+11,097
268
$215K 0.02%
11,105
269
$210K 0.02%
+573
270
$207K 0.02%
+11,067
271
$205K 0.02%
+3,005
272
$205K 0.02%
+1,498
273
$205K 0.02%
+1,031
274
$201K 0.02%
+8,952
275
$200K 0.02%
+964
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